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City Center Advisors, LLC → SCHW-PJ

City Center Advisors, LLC SCHW-PJ Position History

The Charles Schwab Corporation

Quarters held
13
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$421K
Q4 2025$314K
Q4 2025$657K
Q1 2026$401K
Q1 2026$276K
Q1 2026$1.3M
Q1 2026$204K
Q2 2026$503K
Q2 2026$586K
Q2 2026$1.4M
Q3 2026$612K
Q3 2026$648K
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M28.6K——
Q3 2026$648K18.0K——
Q3 2026$612K20.4K——
Q2 2026$1.4M27.4K——
Q2 2026$586K17.3K——
Q2 2026$503K17.1K——
Q1 2026$204K8.2K——
Q1 2026$1.3M26.3K——
Q1 2026$276K9.5K——
Q1 2026$401K15.6K——
Q4 2025$657K14.5K——
Q4 2025$314K9.6K——
Q4 2025$421K15.6K——

Other funds holding SCHW-PJ

Other City Center Advisors, LLC positions

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SPDR SERIES TRUST

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STT-PG

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STT-PG

SPDR SERIES TRUST

$7.9M
STT-PG

SPDR SERIES TRUST

$7.9M
STT-PG

SPDR SERIES TRUST

$7.3M
STT-PG

SPDR SERIES TRUST

$6.9M
STT-PG

SPDR SERIES TRUST

$6.9M